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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,697 | $134,817+35.5% | $123,973+47.4% | $155,188+17.7% |
| Participation rate | 73.3% | 79.4%-6.1pp | 76.7%-3.3pp | 80.8%-7.5pp |
| Annual return | 12.48% | 515.49%-503.0pp | 388.13%-375.6pp | 148.84%-136.4pp |
| Employer contribution / active EE | $19,415 | $4,425+338.7% | $4,126+370.6% | $4,248+357.1% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,820 | $13,245-63.6% | $11,799-59.1% | $14,480-66.7% |